Presentation made at Finance Forum by Fredrik Holmgren

1. © 2014 IBM Corporation
Driving a Future-Ready Enterprise
Fredrik Holmgren, IBM Business Analytics
2nd June 2014

2. © 2014 IBM Corporation2
Strong business foresight defines a future-ready enterprise
Analytics applied
to new and
emerging data
sources
Finance
IT
HR
Procurement
sourcing
Customer
service, case
management
Sales
Marketing
promotions
Cross-channel
commerce,
fulfillment
Foresight
Automated
recurring analytic
processes
Predictive
intelligence applied
to steer the
business and adapt
to risk more reliably
Integrated financial
and operational
information to deliver
deeper insights
Key characteristicsKey characteristics

3. © 2014 IBM Corporation3
Transform the
system of
engagement
Span finance and
operations, risk &
performance management
Infuse scenario
and predictive
intelligence
Guided business processes, mobile, collaboration
Financial & Operational
Performance Management
Narrative Reporting &
Disclosure Management
Sales Performance
Management
Governance, Risk and
Compliance
Predictive intelligence and scenario analytics
Three analytics imperatives drive a future-ready enterprise
Big data platform

4. © 2014 IBM Corporation4
• Tailored user experiences
• High participation and greater
frequency
• Guided business process
engagement
• Integrated social collaboration
Engage all
the right
people when
needed
Finance Executives Managers Line of business IT
Transform the
system of
engagement
Transform the system of engagement

5. © 2014 IBM Corporation5
Drive collaborative performance management
Transform the
system of
engagement

6. © 2014 IBM Corporation6
Span finance & operations, risk & performance management
SalesMarketing FinanceOperations HR
• Campaign
scorecards
• Promotion plans
• Customer and
product
profitability
• Revenue plans
• Sales
dashboards
• Sales forecasts
• Incentive
compensation
• Quota plans
• Territories
• Sales channels
• Enterprise
scorecards
• Strategic
financial plans
• Profit and loss
• Balance sheets
• Cash flow
• Workforce KPIs
• Headcount
plans
• Salary and
compensation
• Staffing plans
• Training and
development
• Operational KPIs
• Strategy and
operations plans
• Capacity and
inventory plans
• Product allocation
• New products
Strategy and activity-aligned organization
Span finance &
operations,
risk &
performance
management
Establish one comprehensive, analytic, planning, and
scorecarding platform

7. © 2014 IBM Corporation7
Assemble management and performance reports rapidly
• Daily, weekly, monthly and quarterly board
books and presentations
• C-suite and board packages
• Performance reporting
• Save hundreds of hours / year
• Reduce errors
• Accelerate understanding
Narrative reporting
Workflow and
approvals
Business
rules
Security
Span finance &
operations,
risk &
performance
management

8. © 2014 IBM Corporation8
Apply scenarios and range plans to account for uncertainty
and risk
• Model
• Build scenarios reflecting range of
future market conditions
• Collaborate
• Collaborate across business units
and functions
• Capture variability of input drivers
• Report & Analyze
• Create range of outcomes
• Analyze sensitivity of outcomes to
variability in drivers
• Plan
• Plan for multiple outcomes
Range of OutcomesRange of Outcomes Driver SensitivityDriver Sensitivity
Scenario analysisScenario analysis
Infuse scenario
and predictive
intelligence

9. © 2014 IBM Corporation9
• Model multi-dimensional
operational and financial
business structures
• Integrate predictive models
for statistical impact -
examples
• Customers most likely to buy
specific products or services
• Customer most likely to turn
to a competitor
• Employees most likely to
succeed
• Incorporate predictive
outputs into scenario models
and plans
Likelihood of churn
Credit worthiness
Future lifetime value
Consumer data
Transaction
history
Social media
history
Transaction
history
Profitability
analysis on
retention,
performance
and patterns
Bring profitability analytics forward
Infuse scenario
and predictive
intelligence

10. © 2014 IBM Corporation10
Demo
https://www.youtube.com/watch?v=KqRBS6p2KwI

11. © 2014 IBM Corporation11
IBM Solutions: On-cloud or on-premises
Deployment flexibility to meet your needs today, and tomorrow
Cloud On premises
Our place
or yours?

12. © 2014 IBM Corporation12
IBM is the ultimate partner to drive a future-ready enterprise
ValueValue
Analytic Data
Management
Analytic Data
Management
MaturityMaturity
Align
information
Align
information
Optimize
outcomes
Optimize
outcomes
Best
Practices
Best
Practices
Strategy – Aligned
Organization
Strategy – Aligned
Organization
Analyze
patterns
Analyze
patterns
Span Finance
and Operations
Span Finance
and Operations
Process
Automation
Process
Automation
Enterprise-wide
Transformation
Enterprise-wide
Transformation
Continuous
Steering
Continuous
Steering
• Managing multi-
dimensional
performance
information
• Financial
Consolidation
and Close
• Budgeting
• Incentive
Compensation
Management
• Managing multi-
dimensional
performance
information
• Financial
Consolidation
and Close
• Budgeting
• Incentive
Compensation
Management
• Span Financial
& Operations
• Leading &
External
Indicators
• Driver-based
modeling
• Scenario
Analytics
• Rolling
Forecasts
• Span Financial
& Operations
• Leading &
External
Indicators
• Driver-based
modeling
• Scenario
Analytics
• Rolling
Forecasts
• Metrics and
Scorecarding
• Strategy
Management
• Metrics and
Scorecarding
• Strategy
Management
• Product and
Customer
Profitability
• Predictive
Analytics
• Big Data
Analytics
• Product and
Customer
Profitability
• Predictive
Analytics
• Big Data
Analytics
• Planning,
Analysis, and
Forecasting
• Collaborative
and Narrative
Performance
Reporting
• Disclosure
Management
• Sales
Performance
Management
• Planning,
Analysis, and
Forecasting
• Collaborative
and Narrative
Performance
Reporting
• Disclosure
Management
• Sales
Performance
Management
• Agile enterprise
• Risk-adjusted
Value
Management
• Agile enterprise
• Risk-adjusted
Value
Management
Accelerate
& Link
Accelerate
& Link
Engage
Frontlines
Engage
Frontlines
Value Integrators Performance Accelerators

13. © 2014 IBM Corporation13
Take proven next steps
Business value
assessment
Align business
capabilities with
business strategy, and
recommend a road map
for improved value.
Solution workshop
Lay out the path ahead,
from immediate
improvements to a
common future vision.
Proof of concept
Prove the path forward,
starting small and
scaling up.
1
Visioning workshop
Whether via web
seminar, at your facility
or in an IBM solution
center, we can begin
charting a course.
2
3
4
Best Practices
Performance Blueprints
Best Practices
Performance Blueprints

14. © 2014 IBM Corporation14 © 2014 IBM Corporation14

15. © 2014 IBM Corporation15
IBM Corporation 2014
• IBM, the IBM logo, and ibm.com are trademarks or registered trademarks of International Business Machines
Corporation in the United States, other countries, or both. If these and other IBM trademarked terms are marked on their
first occurrence in this information with the appropriate symbol (®
or ™
), these symbols indicate U.S. registered or
common law trademarks owned by IBM at the time this information was published. Such trademarks may also be
registered or common law trademarks in other countries. A current list of IBM trademarks is available on the Web at
“Copyright and trademark information” at www.ibm.com/legal/copytrade.shtml.
• Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States,
other countries, or both.
• Other company, product, and service names may be trademarks or service marks of others.
• References in this publication to IBM products or services do not imply that IBM intends to make them available in all
countries in which IBM operates.
Trademarks and notes